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Client Advisor Associate

Mission Wealth
Greensboro, North Carolina
$60,000 base plus annual bonus and benefits
Closing date
Apr 26, 2023

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Job Role
Financial Advisor
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification

Job Details

As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Client Advisor Associate to join our award-winning team in Greensboro, NC!  If you are ready to elevate your career in a leading wealth management company with a commitment to giving back to the community and expanding nationally, let’s go!  Our ideal candidate is a financial professional with hustle and a couple of years' experience working in a wealth management supportive role.  You define ambition, have a sense of adventure, and a passion for purpose, both in life and in your approach to helping clients navigate their financial decisions.  If you can articulate your proven success in a demanding supportive financial role, steering client relationships that drive results, we want to hear from you, ASAP!


As Client Advisor Associate, your service-oriented nature and impeccable attention to detail are critical in supporting a Lead Advisor on business development efforts and two Client Advisors who are focused on delivering our comprehensive service model.  Interacting with high-net-worth individuals, executives, business owners, and families, you are confident being yourself and you also possess a high emotional IQ.  You’re articulate, polished and have an aptitude for financial vernacular.  Extremely analytical and a great listener, you will master data gathering, drafting goals, and creating financial plans that speak to the clients in “their” language.  Your commitment to making a positive impact in other people’s lives parallels your drive for personal and professional growth.


Mission Wealth has offered 360-degree wealth management services to affluent families since 2000.  Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve.  This gives them the complete picture and confidence in their financial future. 


Day-to-Day as Client Advisor Associate:


  • Work with a high-performing & growth-orientated team of advisors who are incentivized to develop your career Provide technical financial support to clients Create and deliver client presentations Participate in client meetings:  Conduct data gathering, case design and scenario building
  • Manage ongoing client service, create sales presentations, and manage the process of onboarding new clients Speak your mind, have your voice heard, innovate, and streamline existing processes Grow yourself personally and professionally with the support of your team and upper management with the goal to advance into a Senior Client Advisor Associate and then Client Advisor role after succeeding in the supporting Associate position

What You Bring as Client Advisor Associate:


  • 1-2 years proven experience in a financial support role, ideally within wealth management Desire to achieve the Certified Financial Planner or Chartered Financial Analyst designation Excellent attention to detail, multi-tasking, and time management skills Strong knowledge base across investments, economics, accounting, and financial planning Proficient with the full MS Office Suite; ability to create complex and impactful presentations/analysis Familiar with Schwab Advisor Center, Fidelity Wealthscape, Salesforce, MoneyGuide, E-Money, Tamarac AdvisorView, Holistiplan, and Hidden Levers Outstanding ability to communicate, present, and influence your team and clients Must pass Series 65 exam within 90 days of employment and achieve the AWMA and AAMS designations within 9 months of employment A sincere desire to make a difference not only in your clients’ lives, but in the world demonstrated through your own volunteer journey



Please submit your cover letter and resume outlining your detailed experience of proven success within wealth management to Blanca Vega at  Be sure to share one of your favorite volunteer projects too!  We offer a competitive salary, team-based compensation plan, defined pathways to equity partner in the firm, medical/dental/vision benefits, 401(k)/Profit Sharing, Volunteer Time Off (VTO), Family Medical Leave (FMLA), Sabbaticals, wellness benefits, and ongoing educational reimbursements.



Mission Wealth offers holistic wealth management services to high net worth families throughout the Western United States. We specialize in helping people during major life events and our service oriented culture is focused on helping to empower our clients to lead more fulfilled lives. We manage over $1.7 billion in assets and have expanded to 9 offices across the Western United States. Our firm is proud to have been recognized in 2017 on both the Financial Times 300 and Financial Advisor's RIA Ranking. Additionally, in 2017 we were listed as one of the Best Places to Work in the Central Coast, and we were on the Inc. 5000 in 2016 and 2017 as one of America's fastest growing companies.

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